投资策略与指数构成 - 在主要指数（如纳斯达克100指数和标普500指数）中保持对大型科技公司的高权重配置是可行的投资策略 [1]

财报发布日期与历史表现 - Jacobs Solutions Inc 计划于11月20日公布2025财年第四季度业绩 [1] - 上一季度公司调整后每股收益超出市场预期3.9%，但营收低于预期1.1% [1] - 上一季度调整后每股收益和营收同比分别下降17.3%和28.4% [1] - 过去四个季度公司每股收益均超出市场预期，平均超出幅度为2.3% [2] 第四季度业绩预期 - 第四季度每股收益预期为1.67美元，过去60天内维持不变，预计同比增长21.9% [3] - 第四季度营收预期为31.4亿美元，预计同比增长6% [3] - 业绩增长受能源、水务、交通及其他关键基础设施领域需求上升支撑 [4] 各业务板块表现预期 - 基础设施与先进设施板块（占2025财年总营收89.7%）预计将从水务与环境、生命科学、先进制造和关键基础设施的持续强势中受益 [5] - 水务业务是公司投资组合中最具韧性的部分，大型水务项目和多年期处理设施升级将支撑第四季度营收 [5] - 生命科学与先进制造板块动力来自生物制药产能、半导体项目及数据中心开发的加速投资 [6] - 公司与英伟达扩展数字孪生合作伙伴关系以及新的数据中心多范围合作将推动该细分市场收入持续增长 [6] - 关键基础设施需求基础广泛，交通现代化、机场数字化转型和能源转型项目提供支撑 [7] - PA Consulting预计在第四季度做出积极贡献，受私营部门需求上升和英国公共部门支出改善推动 [8] - 基础设施与先进设施板块第四季度营收预期为28.2亿美元，高于上一季度的27亿美元 [9] - PA Consulting第四季度营收预期为3.26亿美元，低于上一季度的3.33亿美元 [9] 盈利能力与财务策略 - 公司利润率预计同比提升，得益于更有利的业务组合、全球交付中心使用增加及盈利性增强的商业模式 [10] - 全年调整后EBITDA利润率接近13.9%，预计第四季度盈利能力将更高 [11] - 公司杠杆率处于目标区间的低端，为资产负债表提供了灵活性 [12] 同业公司近期表现 - CACI International Inc 2026财年第一季度非GAAP每股收益6.85美元，超出预期10.48%，同比增长15.5% [15] - CACI过去四个季度每股收益均超出预期，平均超出幅度16.67% [16] - UL Solutions Inc 第三季度营收7.83亿美元，同比增长7.1%，调整后每股收益0.56美元 [17] - UL Solutions调整后EBITDA增长18.6%至2.17亿美元 [17] - TransUnion 第三季度营收11.7亿美元，同比增长8%，调整后稀释每股收益1.10美元 [19] - TransUnion连续第七个季度实现高个位数有机营收增长 [20]

Key Takeaways Coinbase launched Coinbase Business in Singapore as part of its broader international expansion.The platform supports payments, treasury, settlements and payroll using USDC and Standard Chartered.Global growth aims to diversify revenues as international contributions rose sharply in 2024.Coinbase Global (COIN) has rolled out Coinbase Business in Singapore, its first international market outside the United States. This marks yet another endeavor in COIN’s international expansion strategy. Also, ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

SAN DIEGO, Nov. 17, 2025 (GLOBE NEWSWIRE) -- Shareholder rights law firm Johnson Fistel, PLLP has launched an investigation into whether the board members of Sealed Air Corporation (NYSE: SEE) breached their fiduciary duties in connection with the proposed sale of the company to CD&R. If you own Sealed Air shares and believe this proposed transaction undervalues your investment, please consider joining our investigation. To participate or learn more, you can click or copy and paste the following link:https: ...

The Tel Aviv Stock Exchange was mixed today. The Tel Aviv 35 Index rose 0.12% to 3,451.39 points, the Tel Aviv 125 Index fell 0.22% to 3,497.86 points; and the BlueTech Global Index fell 0.49% to 594.70 points. The All Bond corporate bond index rose 0.05% to 419.75 points. Turnover totalled NIS 3.83 billion in equities and NIS 5.11 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.185% higher from Friday, at NIS 3.241/$, and the representative shekel-euro ra ...

Patience can be an underrated skill in investing. ServiceNow ( NOW ) had traded at rich valuations for much of the recent past, and it may have been tempting to chase the quality. Patience has paid off, as the stock’s recent underperformance has createdJulian Lin is a financial analyst. He finds undervalued companies with secular growth that appreciate over time. His approach is to look for companies with strong balance sheets and management teams in sectors with long growth runways. Julian is the leader of ...

公司业务与产品 - 公司是一家软件开发公司，主要开发用于项目和信息技术服务管理的协作工具 [1] - 公司的产品包括Confluence、Jira和Trello，旨在为全球团队服务，以促进成功的协作和高效的项目管理 [1] 作者背景 - 文章作者为资深衍生品专家，在资产管理领域拥有超过10年经验，专注于股票分析和研究、宏观经济学以及风险管理的投资组合构建 [1] - 作者的专业背景涵盖机构和私人客户资产管理，曾就多资产策略提供建议并实施，但高度专注于股票和衍生品 [1] - 作者拥有金融经济学学士学位和金融市场硕士学位 [1]

文章核心观点 - 投资中耐心是一项被低估的技能 ServiceNow股票近期表现不佳为投资创造了机会 [1] - 分析师Julian Lin的投资策略是寻找具有长期增长潜力、资产负债表和管理团队强劲的公司 [1] 分析师投资方法 - 投资方法结合增长导向原则与严格的估值门槛 为传统安全边际增加额外层面 [1] - 筛选标准为相对于标普500指数有较大可能产生显著超额收益的股票 [1]

公司概况 - 晶科能源是全球主要的太阳能电池板制造商之一 [1] - 公司总部位于中国 [1] - 业务模式为垂直一体化运营 覆盖从硅片生产到成品电池板制造的完整产业链 [1] 研究范围 - 研究分析主要关注中小市值公司 因其常被投资者忽视 [1] - 偶尔也会研究大型公司 以提供更全面的股票市场概览 [1]